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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,655 | $93,098-95.0% | $77,081-94.0% | $134,509-96.5% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -23.46% | 62.63%-86.1pp | 42.33%-65.8pp | 418.13%-441.6pp |
| Employer contribution / active EE | $793 | $3,419-76.8% | $2,813-71.8% | $4,741-83.3% |
| Participant deferral / active EE | $1,697 | $5,239-67.6% | $4,428-61.7% | $6,400-73.5% |
| Admin fee / account holder | $751 | $6,945-89.2% | $5,427-86.2% | $11,427-93.4% |